Civic Intelligence

Dale Scott & Company Inc.

Plan context: Dale Scott & Company Inc. Profit Sharing Plan

EIN 94-3033425 • San Francisco, AL • 33 filings • 4 plans

650 California St.Suite 2050San Francisco, AL 94108
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$10,109,822

2024 Contributions

$511,868

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$10,109,822$5,054,911$0199920122024YearValue
$10,109,822Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1370199920122024YearValue
9Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202429$10,109,822$511,868$56,874iApproximate average salary by contribution assumption: employee only about $1,421,856 at 4% or $947,904 at 6%; with 50% employer match about $947,904 at 4% or $631,936 at 6%; with 100% employer match about $710,928 at 4% or $473,952 at 6%.
Dale Scott & Company Inc. Profit Sharing Plan-9$8,874,428$272,579$30,287iApproximate average salary by contribution assumption: employee only about $757,164 at 4% or $504,776 at 6%; with 50% employer match about $504,776 at 4% or $336,517 at 6%; with 100% employer match about $378,582 at 4% or $252,388 at 6%.
DALE SCOTT & CO., INC. CASH BALANCE PENSION PLAN-8$1,235,394$239,289$29,911iApproximate average salary by contribution assumption: employee only about $747,778 at 4% or $498,519 at 6%; with 50% employer match about $498,519 at 4% or $332,346 at 6%; with 100% employer match about $373,889 at 4% or $249,259 at 6%.
202328$8,206,123$551,764$68,971iApproximate average salary by contribution assumption: employee only about $1,724,263 at 4% or $1,149,508 at 6%; with 50% employer match about $1,149,508 at 4% or $766,339 at 6%; with 100% employer match about $862,131 at 4% or $574,754 at 6%.
Dale Scott & Company Inc. Profit Sharing Plan-8$7,245,157$208,589$26,074iApproximate average salary by contribution assumption: employee only about $651,841 at 4% or $434,560 at 6%; with 50% employer match about $434,560 at 4% or $289,707 at 6%; with 100% employer match about $325,920 at 4% or $217,280 at 6%.
DALE SCOTT & CO., INC. CASH BALANCE PENSION PLAN-8$960,966$343,175$42,897iApproximate average salary by contribution assumption: employee only about $1,072,422 at 4% or $714,948 at 6%; with 50% employer match about $714,948 at 4% or $476,632 at 6%; with 100% employer match about $536,211 at 4% or $357,474 at 6%.
202228$6,581,640$490,952$61,369iApproximate average salary by contribution assumption: employee only about $1,534,225 at 4% or $1,022,817 at 6%; with 50% employer match about $1,022,817 at 4% or $681,878 at 6%; with 100% employer match about $767,113 at 4% or $511,408 at 6%.
Dale Scott & Company Inc. Profit Sharing Plan-8$5,982,637$191,322$23,915iApproximate average salary by contribution assumption: employee only about $597,881 at 4% or $398,588 at 6%; with 50% employer match about $398,588 at 4% or $265,725 at 6%; with 100% employer match about $298,941 at 4% or $199,294 at 6%.
DALE SCOTT & CO., INC. CASH BALANCE PENSION PLAN-8$599,003$299,630$37,454iApproximate average salary by contribution assumption: employee only about $936,344 at 4% or $624,229 at 6%; with 50% employer match about $624,229 at 4% or $416,153 at 6%; with 100% employer match about $468,172 at 4% or $312,115 at 6%.
202128$7,312,788$412,345$51,543iApproximate average salary by contribution assumption: employee only about $1,288,578 at 4% or $859,052 at 6%; with 50% employer match about $859,052 at 4% or $572,701 at 6%; with 100% employer match about $644,289 at 4% or $429,526 at 6%.
Dale Scott & Company Inc. Profit Sharing Plan-8$7,016,271$115,828$14,479iApproximate average salary by contribution assumption: employee only about $361,963 at 4% or $241,308 at 6%; with 50% employer match about $241,308 at 4% or $160,872 at 6%; with 100% employer match about $180,981 at 4% or $120,654 at 6%.
DALE SCOTT & CO., INC. CASH BALANCE PENSION PLAN-8$296,517$296,517$37,065iApproximate average salary by contribution assumption: employee only about $926,616 at 4% or $617,744 at 6%; with 50% employer match about $617,744 at 4% or $411,829 at 6%; with 100% employer match about $463,308 at 4% or $308,872 at 6%.
202017$6,065,972$135,038$19,291iApproximate average salary by contribution assumption: employee only about $482,279 at 4% or $321,519 at 6%; with 50% employer match about $321,519 at 4% or $214,346 at 6%; with 100% employer match about $241,139 at 4% or $160,760 at 6%.
Dale Scott & Company Inc. Profit Sharing Plan-7$6,065,972$135,038$19,291iApproximate average salary by contribution assumption: employee only about $482,279 at 4% or $321,519 at 6%; with 50% employer match about $321,519 at 4% or $214,346 at 6%; with 100% employer match about $241,139 at 4% or $160,760 at 6%.
201918$4,988,160$115,646$14,456iApproximate average salary by contribution assumption: employee only about $361,394 at 4% or $240,929 at 6%; with 50% employer match about $240,929 at 4% or $160,619 at 6%; with 100% employer match about $180,697 at 4% or $120,465 at 6%.
Dale Scott & Company Inc. Profit Sharing Plan-8$4,988,160$115,646$14,456iApproximate average salary by contribution assumption: employee only about $361,394 at 4% or $240,929 at 6%; with 50% employer match about $240,929 at 4% or $160,619 at 6%; with 100% employer match about $180,697 at 4% or $120,465 at 6%.
201818$3,991,972$130,991$16,374iApproximate average salary by contribution assumption: employee only about $409,347 at 4% or $272,898 at 6%; with 50% employer match about $272,898 at 4% or $181,932 at 6%; with 100% employer match about $204,673 at 4% or $136,449 at 6%.
Dale Scott & Company Inc. Profit Sharing Plan-8$3,991,972$130,991$16,374iApproximate average salary by contribution assumption: employee only about $409,347 at 4% or $272,898 at 6%; with 50% employer match about $272,898 at 4% or $181,932 at 6%; with 100% employer match about $204,673 at 4% or $136,449 at 6%.
201719$4,145,888$156,279$17,364iApproximate average salary by contribution assumption: employee only about $434,108 at 4% or $289,406 at 6%; with 50% employer match about $289,406 at 4% or $192,937 at 6%; with 100% employer match about $217,054 at 4% or $144,703 at 6%.
Dale Scott & Company Inc. Profit Sharing Plan-9$4,145,888$156,279$17,364iApproximate average salary by contribution assumption: employee only about $434,108 at 4% or $289,406 at 6%; with 50% employer match about $289,406 at 4% or $192,937 at 6%; with 100% employer match about $217,054 at 4% or $144,703 at 6%.
201619$3,726,829$219,785$24,421iApproximate average salary by contribution assumption: employee only about $610,514 at 4% or $407,009 at 6%; with 50% employer match about $407,009 at 4% or $271,340 at 6%; with 100% employer match about $305,257 at 4% or $203,505 at 6%.
Dale Scott & Company Inc. Profit Sharing Plan-9$3,726,829$219,785$24,421iApproximate average salary by contribution assumption: employee only about $610,514 at 4% or $407,009 at 6%; with 50% employer match about $407,009 at 4% or $271,340 at 6%; with 100% employer match about $305,257 at 4% or $203,505 at 6%.
201518$3,262,172$135,062$16,883iApproximate average salary by contribution assumption: employee only about $422,069 at 4% or $281,379 at 6%; with 50% employer match about $281,379 at 4% or $187,586 at 6%; with 100% employer match about $211,034 at 4% or $140,690 at 6%.
Dale Scott & Company Inc. Profit Sharing Plan-8$3,262,172$135,062$16,883iApproximate average salary by contribution assumption: employee only about $422,069 at 4% or $281,379 at 6%; with 50% employer match about $281,379 at 4% or $187,586 at 6%; with 100% employer match about $211,034 at 4% or $140,690 at 6%.
201418$3,373,058$176,949$22,119iApproximate average salary by contribution assumption: employee only about $552,966 at 4% or $368,644 at 6%; with 50% employer match about $368,644 at 4% or $245,763 at 6%; with 100% employer match about $276,483 at 4% or $184,322 at 6%.
Dale Scott & Company Inc. Profit Sharing Plan-8$3,373,058$176,949$22,119iApproximate average salary by contribution assumption: employee only about $552,966 at 4% or $368,644 at 6%; with 50% employer match about $368,644 at 4% or $245,763 at 6%; with 100% employer match about $276,483 at 4% or $184,322 at 6%.
2013110$3,141,122$134,152$13,415iApproximate average salary by contribution assumption: employee only about $335,380 at 4% or $223,587 at 6%; with 50% employer match about $223,587 at 4% or $149,058 at 6%; with 100% employer match about $167,690 at 4% or $111,793 at 6%.
Dale Scott & Company Inc. Profit Sharing Plan-10$3,141,122$134,152$13,415iApproximate average salary by contribution assumption: employee only about $335,380 at 4% or $223,587 at 6%; with 50% employer match about $223,587 at 4% or $149,058 at 6%; with 100% employer match about $167,690 at 4% or $111,793 at 6%.
201217$2,971,147$112,088$16,013iApproximate average salary by contribution assumption: employee only about $400,314 at 4% or $266,876 at 6%; with 50% employer match about $266,876 at 4% or $177,917 at 6%; with 100% employer match about $200,157 at 4% or $133,438 at 6%.
Dale Scott & Company Inc. Profit Sharing Plan-7$2,971,147$112,088$16,013iApproximate average salary by contribution assumption: employee only about $400,314 at 4% or $266,876 at 6%; with 50% employer match about $266,876 at 4% or $177,917 at 6%; with 100% employer match about $200,157 at 4% or $133,438 at 6%.
201119$2,559,900$201,173$22,353iApproximate average salary by contribution assumption: employee only about $558,814 at 4% or $372,543 at 6%; with 50% employer match about $372,543 at 4% or $248,362 at 6%; with 100% employer match about $279,407 at 4% or $186,271 at 6%.
Dale Scott & Company Inc. Profit Sharing Plan-9$2,559,900$201,173$22,353iApproximate average salary by contribution assumption: employee only about $558,814 at 4% or $372,543 at 6%; with 50% employer match about $372,543 at 4% or $248,362 at 6%; with 100% employer match about $279,407 at 4% or $186,271 at 6%.
201019$2,455,480$117,330$13,037iApproximate average salary by contribution assumption: employee only about $325,917 at 4% or $217,278 at 6%; with 50% employer match about $217,278 at 4% or $144,852 at 6%; with 100% employer match about $162,958 at 4% or $108,639 at 6%.
Dale Scott & Company Inc. Profit Sharing Plan-9$2,455,480$117,330$13,037iApproximate average salary by contribution assumption: employee only about $325,917 at 4% or $217,278 at 6%; with 50% employer match about $217,278 at 4% or $144,852 at 6%; with 100% employer match about $162,958 at 4% or $108,639 at 6%.
2009110$2,051,866$256,623$25,662iApproximate average salary by contribution assumption: employee only about $641,558 at 4% or $427,705 at 6%; with 50% employer match about $427,705 at 4% or $285,137 at 6%; with 100% employer match about $320,779 at 4% or $213,853 at 6%.
Dale Scott & Company Inc. Profit Sharing Plan-10$2,051,866$256,623$25,662iApproximate average salary by contribution assumption: employee only about $641,558 at 4% or $427,705 at 6%; with 50% employer match about $427,705 at 4% or $285,137 at 6%; with 100% employer match about $320,779 at 4% or $213,853 at 6%.
2008110$1,425,892$234,462$23,446iApproximate average salary by contribution assumption: employee only about $586,155 at 4% or $390,770 at 6%; with 50% employer match about $390,770 at 4% or $260,513 at 6%; with 100% employer match about $293,078 at 4% or $195,385 at 6%.
Dale Scott & Company Inc. Profit Sharing Plan-10$1,425,892$234,462$23,446iApproximate average salary by contribution assumption: employee only about $586,155 at 4% or $390,770 at 6%; with 50% employer match about $390,770 at 4% or $260,513 at 6%; with 100% employer match about $293,078 at 4% or $195,385 at 6%.
2007113$0$0-
Dale Scott & Company Inc. Profit Sharing Plan-13---
200619$1,599,623$143,668$15,963iApproximate average salary by contribution assumption: employee only about $399,078 at 4% or $266,052 at 6%; with 50% employer match about $266,052 at 4% or $177,368 at 6%; with 100% employer match about $199,539 at 4% or $133,026 at 6%.
Dale Scott & Company Inc. Profit Sharing Plan-9$1,599,623$143,668$15,963iApproximate average salary by contribution assumption: employee only about $399,078 at 4% or $266,052 at 6%; with 50% employer match about $266,052 at 4% or $177,368 at 6%; with 100% employer match about $199,539 at 4% or $133,026 at 6%.
200514$1,394,878$70,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Dale Scott & Company Inc. Profit Sharing Plan-4$1,394,878$70,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
200415$1,257,094$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Dale Scott & Company Inc. Profit Sharing Plan-5$1,257,094$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
200315$1,395,143$0-
Dale Scott & Company Inc. Profit Sharing Plan-5$1,395,143--
200215$1,334,253$85,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
Dale Scott & Company Inc. Profit Sharing Plan-5$1,334,253$85,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
200125$1,371,271$82,000$16,400iApproximate average salary by contribution assumption: employee only about $410,000 at 4% or $273,333 at 6%; with 50% employer match about $273,333 at 4% or $182,222 at 6%; with 100% employer match about $205,000 at 4% or $136,667 at 6%.
Dale Scott & Company Inc. Money Purchase Pension Plan-5$744,217$68,995$13,799iApproximate average salary by contribution assumption: employee only about $344,975 at 4% or $229,983 at 6%; with 50% employer match about $229,983 at 4% or $153,322 at 6%; with 100% employer match about $172,488 at 4% or $114,992 at 6%.
Dale Scott & Company Inc. Profit Sharing Plan-5$627,054$13,005$2,601iApproximate average salary by contribution assumption: employee only about $65,025 at 4% or $43,350 at 6%; with 50% employer match about $43,350 at 4% or $28,900 at 6%; with 100% employer match about $32,513 at 4% or $21,675 at 6%.
200024$1,309,922$75,000$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
Dale Scott & Company Inc. Money Purchase Pension Plan-4$686,037$54,053$13,513iApproximate average salary by contribution assumption: employee only about $337,831 at 4% or $225,221 at 6%; with 50% employer match about $225,221 at 4% or $150,147 at 6%; with 100% employer match about $168,916 at 4% or $112,610 at 6%.
Dale Scott & Company Inc. Profit Sharing Plan-4$623,885$20,947$5,237iApproximate average salary by contribution assumption: employee only about $130,919 at 4% or $87,279 at 6%; with 50% employer match about $87,279 at 4% or $58,186 at 6%; with 100% employer match about $65,459 at 4% or $43,640 at 6%.
199925$1,396,663$76,134$15,227iApproximate average salary by contribution assumption: employee only about $380,670 at 4% or $253,780 at 6%; with 50% employer match about $253,780 at 4% or $169,187 at 6%; with 100% employer match about $190,335 at 4% or $126,890 at 6%.
Dale Scott & Company Inc. Money Purchase Pension Plan-5$714,757$37,789$7,558iApproximate average salary by contribution assumption: employee only about $188,945 at 4% or $125,963 at 6%; with 50% employer match about $125,963 at 4% or $83,976 at 6%; with 100% employer match about $94,473 at 4% or $62,982 at 6%.
Dale Scott & Company Inc. Profit Sharing Plan-5$681,906$38,345$7,669iApproximate average salary by contribution assumption: employee only about $191,725 at 4% or $127,817 at 6%; with 50% employer match about $127,817 at 4% or $85,211 at 6%; with 100% employer match about $95,863 at 4% or $63,908 at 6%.